投行：预计美国GDP增长将放缓

Core Viewpoint - The growth of the US economy is expected to slow down due to persistent weakness in private consumption and cautious attitudes towards real estate and equipment investment [1] Group 1: Economic Growth - The rebound in GDP growth in the second quarter was primarily due to the reversal of adverse factors related to imports that impacted first-quarter growth [1] - Despite a strong rebound in the second quarter, underlying weaknesses such as a slowdown in domestic demand are being masked [1] - Future growth slowdowns will lead to a downward revision of GDP growth forecasts for 2026 [1] Group 2: Investment and Consumption - Private consumption remains weak, contributing to the anticipated slowdown in economic growth [1] - Cautious attitudes towards real estate and equipment investment are also factors in the expected economic deceleration [1] Group 3: Inventory and Tariff Impact - Significant inventory accumulation in the first quarter led to notable consumption of inventory in the second quarter [1] - The tariff policies implemented by the US are identified as a major cause of economic volatility [1]